Helping You Prepare

for financial independence

Providing Financially

and ethically sound retirement income

Helping You Prepare

for financial independence

Compass Wealth Management

Compass Wealth Management, serves City, State and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Compass Wealth Management. Compass Wealth Management provides investors custom tailored strategies to meet short and long-term needs.

Financial Planning

Investment Management

At Compass Wealth Management, we believe no two investors are alike. Therefore in order to help each client meet their financial goals, we base our process on a client focused personalized approach using multiple...

Tax Planning

Perhaps the most impactful piece of retirement planning is determining your current and future tax liability and developing strategies to minimize the amount of taxes you pay in retirement. Tax planning can have a large...

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